Greg Montejo
Founder at Proverbs Financial & Insurance Services
Based in Irvine, United States
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Seniority
C-Team
Department
General Business & Management
Location
Irvine
Industry
Financial Services
Company size
10
Contact information
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g•••••••@proverbsfinancial.com
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Background
About Greg Montejo
I’m Greg Montejo, Financial Advisor and Founder of Proverbs Financial. I help high earners and soon-to-be retirees turn their hard work into financial independence—so they can stop trading time for money and start living with more clarity, confidence, and purpose. Whether you're trying to figure out when you can afford to retire, or you're still in growth mode and want to optimize your finances to achieve your goals, I build personalized strategies that help you get there with confidence. Most financial advice can feel like save, invest, wait a long time. Which works but there is also value that comes from knowing how to use your money—today and in the future. That’s where I come in. I help my clients: Maximize and manage cash flow Reduce tax inefficiencies Build long-term wealth with purpose Create a plan to reach financial independence—sooner, not later You’ve worked hard to grow your income and build your savings. I help you turn it into financial freedom—and a life you don’t have to postpone./COMPLIANCE:2025-3032/
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